Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$318M
Total assets Above avg plan size
2,137
Participants Near avg headcount
97th
Percentile by assets National rank
$148,850
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund · Sponsored by Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund · Washington · Construction

$318M in assets, 2,137 participants

Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund's Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund reported $318M in total assets and 2,137 participants in its 2022 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,581 in Construction (9,927 peers)

Where Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund sits by assets

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund sits in the top 5% of all filed plans by assets, $318M for 2,137 participants (~$148,850/participant), down 12.4% in 2022.

#9,581
in Construction (9,927 peers)
-12.4%
assets change YoY
3.2×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's outsized position by total assets

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$318,092,824 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund lands in the large band (2,137 participants).

Form 5500 schedule snapshot

Filing strip 936075580 · Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund PY 2022 · Defined Benefit (Pension)

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund · $318M · 2,137 · 97th

  • BOOK $318M
  • BOOK 2,137
  • BOOK 97th
  • BOOK Defined Benefit (Pension)
  • BOOK near Henry Ford Health System Allegiance Combined Pension Plan
  • BOOK ind #9581

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Washington →

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund in the asset neighbourhood

Oge Energy Corp. Retirement PlanOge Energy Corp. Retirement …$318MHenry Ford Health System Allegiance Combined Pension PlanHenry Ford Health System All…$318MDefined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust FundDefined Benefit Pension Plan…$318MRetirement Plan of American Fidelity GroupRetirement Plan of American …$318MLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundLocal Union No. 9 I.B.E.W. a…$318M
End-of-year total assets ($M) among Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$363M
Net Assets (End of Year)$318M
Net Income-$45M
Employer EIN936075580
Plan Effective Date1960-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$515M 16.857978530849373% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $441M $515M ▲ +16.9%
Year Plans Participants Total Assets
2022 2 6,066 $441M
2023 2 6,333 $486M
2024 2 6,422 $515M

Nearby Defined Benefit (Pension) Plans in Washington

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund, Total assets ($B): 0.318092824 · Participants: 2137Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust FundWestern Conference of Teamsters Pension Plan, Total assets ($B): 53.719854718 · Participants: 226505Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 25.232670781 · Participants: 34042The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 17.057699432 · Participants: 34972The Boeing Company Employee Retirement PlanNorthwest Carpenters Retirement Plan, Total assets ($B): 2.972366874 · Participants: 15284Northwest Carpenters Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 2.815845616 · Participants: 8083Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is Henry Ford Health System Allegiance Combined Pension Plan in MI ($318M); by covered participants it is Schlumberger Technology Corporation Pension Plan in TX (2,136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund assets move in 2022? ▼
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund pulled back noticeably - down 12.4% during 2022, from $363M to $318M. Reported net income was -$45M.
How have Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund's sponsor-wide assets grew 16.9%, from $441M to $515M.
Where does Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund rank by assets among Form 5500 filers? ▼
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Henry Ford Health System Allegiance Combined Pension Plan in MI ($318M, 6,893 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Schlumberger Technology Corporation Pension Plan in TX (2,136 participants, $3.6B in assets).